Neville D. Frankel, CFP® President
Neville is a CERTIFIED FINANCIAL PLANNER™ professional with 25 years of experience in financial planning and wealth management. He began his career at Merrill Lynch Royal Securities in Toronto, where he specialized in the Canadian resource industry. In 1992, he and Jill established Financial Strategy Associates.
Neville is a member of the Financial Planning Association, and has lectured in the Boston area. A published novelist (The Third Power), he also shared a 1984 Emmy Award in the National News and Documentary category for a Frontline/BBC production. He is a student of painting, working primarily in oils, and is currently working on his next novel.
He received his B.A. from Dartmouth College, an M.A. from the University of Toledo, Ohio, and completed doctoral course work in English Literature at the University of Toronto.
Jill M. Greenberg, CFP® Managing Partner
Jill, a CERTIFIED FINANCIAL PLANNER™ professional and Long-Term Care Specialist, joined Financial Planning Associates, Inc. in 1987. Together with Neville, she established Financial Strategy Associates in 1992. She previously served as Manager of New Business Development for MASCO, a shared-services organization of the Longwood Medical and Academic Area, Boston.
In addition to being a member of the Financial Planning Association, Jill has served on numerous boards and committees including: Harvard Community Health Plan (Member Appeals Committee); Harvard Pilgrim Health Care (Ethics Committee); the American Technion Society (New England Region), Garber Travel Services; and was an interviewer for Steven Spielberg's Survivors of the Shoah Visual History Foundation.
At present, Jill is on the Dana-Farber Cancer Institute's Women's Cancers Program Executive Council. In her free time, she is often found happily hiking on foreign terrain with a great historical novel in her backpack.
Jill received her B.A. from the State University of New York at Albany.
|